THE STEPS TO FOLLOW IN PLANNING


The complete process of achieving success is at The Steps To Successfully Achieving A Result.   Step IV is the "planning process."

It is best to use an established workbook, such as Medium Brief Plan Workbook/Forms or
The Life Plan Table Of Contents And Structure.  (See Setting Up Your Life Plan Notebook.)  

And then one should use a form (forms listing)  that is already established to lead one down the path.


THE PLANNING STEPS

I.  Determine what you want.

     Make a want out of any "not want".

II.  Determine where you are vs. where you want to be.  A skippable step, but a valuable one to  
     do.  (Yes you can “impute” the gap, but I believe it is also, at some point, valuable to define
     it more clearly.)

     A rating system as to where you are (usually a scale of 1 to 10) versus where
        you want to be (also rated the same way) helps you determine the gap to
        close.

III.  Lay out  all the steps needed to get from where  you are to where  you  want to be.

Follow the steps, using priorities. 

    What training needed
     What support
            Systems
            People
     Designate the steps to take for each goal
          Support network, resources
          Best target markets
          Marketing pieces, selling pieces – why “buy”
          All the action steps to get to the goal, using the formats in the provided forms.
     Projection of results, by period (milestones)

IV. Measure, monitor progress.

V.  Revise and improve or add to the plan as you go

In the Planning Notebooks And System page, go down to "LIfeplans, Forms To Use, In General", under the Goal Modules for each area, for complete individual goal planning by area.   Or, under the same section, click on "Goal Form, One Page, Including Action Steps"  or  "Goal Form, Three Pages", both slightly above the Goal Modules heading.  Both are in document form for easy use.

Then just click on the relevant notebook in that section  and the table of contents will guide you to the pieces you can insert in the plan or you can use the alternate Medium Brief Plan Workbook/Forms.



BOOKS

Books to read to supplement this process:

If you don’t read another one:

Goals!, Brian Tracy (there is also a Brian Tracy page on this site.)

Also, good reading:

Your Roadmap For Success Workbook, John C. Maxwell (His page on this site: John Maxwell.)










FOLLOW THIS TO CONSTRUCT YOUR PLAN

Follow the table of contents of the plan you choose under Plan Formats in the right hand box in Planning Contents/Links.

PRINT FORMS

Print the chosen table of contents and then use the Planning Contents/Links section to download many of the forms you'll need.

THE ORDER TO DO A PLAN IN?

You can choose the order in which to fill the pieces/pages of the plan, but generally you want to start with what you want. 

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How To Set Up Your Planning System - What notebooks and supplies to buy and use.